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ALTFEST L J & CO INC → USAR

ALTFEST L J & CO INC USAR Position History

USA Rare Earth, Inc. • Mining

Quarters held
4
Latest value
$17.7M
Q3 2026
Peak value
$27.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.4M
Q1 2026$17.7M
Q2 2026$27.2M
Q3 2026$17.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.7M1.26M——
Q2 2026$27.2M1.26M——
Q1 2026$17.7M1.17M——
Q4 2025$14.4M1.21M——

Other funds holding USAR

Other ALTFEST L J & CO INC positions

ETHA

INVESCO EXCH TRADED FD TR II

$58M
ETHA

INVESCO EXCH TRADED FD TR II

$58M
VGES

VANGUARD MALVERN FDS

$52.9M
VGES

VANGUARD MALVERN FDS

$50.2M
ETHA

INVESCO EXCH TRADED FD TR II

$48.9M
ETHA

INVESCO EXCH TRADED FD TR II

$46.3M
VGES

VANGUARD MALVERN FDS

$42.8M
FPF

FIRST TR EXCHANGE-TRADED FD

$41.9M